Client Success Manager

Addepar
United States
Workplace: RemoteFull timeUSD 69,000 - 107,000 annuallyFunction: Customer Success & Account ManagementExperience: 8+ yearsEducation: bachelorsSkills: ["Communication","Organization","Problem-solving","Time leadership","Data-driven"]

Own the post-sales client lifecycle for Addepar’s Key & Strategic accounts, partnering with Account Executives, R&D, and Services to drive adoption, retention, and renewal. Serve as the client’s internal advocate, lead strategic oversight across implementation through optimization and growth, and deliver quarterly business reviews to align on priorities, product roadmap, and usage insights. Diagnose client business operations and prescribe solutions to maximize client value.

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Addepar
Addepar
1 day ago

Client Success Manager

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Last checked: 8 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Own the post-sales client lifecycle for Addepar’s Key & Strategic accounts, partnering with Account Executives, R&D, and Services to drive adoption, retention, and renewal. Serve as the client’s internal advocate, lead strategic oversight across implementation through optimization and growth, and deliver quarterly business reviews to align on priorities, product roadmap, and usage insights. Diagnose client business operations and prescribe solutions to maximize client value.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Provide strategic oversight across the full client journey, including implementation, optimization, growth, and renewal to enable seamless knowledge handover where needed.
  • •Partner with Account Executives to deliver quarterly business reviews covering priorities, optimization opportunities, product roadmap alignment, and adoption/usage insights.
  • •Act as the voice of the client to internal teams (Product Management, Product Marketing, Support, Renewals, Services, Finance, etc.) to ensure client success and consistent engagement.
  • •Diagnose client business operations and prescribe appropriate solutions and services to drive client happiness and reference-ability.
  • •Build and lead high-performance client success efforts through cross-functional collaboration and regular engagement with senior leaders to achieve GTM objectives.

Pay and Benefits

Salary: USD 69,000 - 107,000 annually
Equity and Bonus:Equity

Key Requirements

  • •8+ years in a client-facing role with a proven track record and deep knowledge of the strategic client segment (or 5+ years plus MBA).
  • •Minimum Bachelor’s degree or equivalent experience.
  • •Strong communication, organization, time leadership, and problem-solving skills.
  • •Data- and metric-driven approach to client success.
  • •Flexibility to adapt to new demands with a strong sense of urgency.
Experience:8+ yearsFinancial servicesInvestment managementWealth management
Education:Bachelor's
Skills:CommunicationOrganizationProblem-solvingTime leadershipData-driven
Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar
Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2009
WebsiteLinkedIn